Finance Specialist - Planning, Budgeting and Forecasting

Position Description: Finance Specialist

Client: Matchmove

Location: Remote, PH

About the Role

• We are seeking a detail-oriented and strategic Finance Specialist to join our fast-growing SaaS company. This individual contributor role is ideal for a finance professional based in the Philippines, with strong experience in FP&A, accounting, external audits, and capital-raising support. Reporting directly to the CFO, you will work closely with leadership, investors, and auditors to deliver the financial insights and operational support necessary to drive business growth and prepare for our future IPO journey.

Key Responsibilities & Deliverables

• Lead financial planning and analysis (FP&A) activities, including budgeting, forecasting, and scenario modeling.

• Prepare and maintain investor-ready financial models and manage documentation within the investor data room.

• Support capital raising activities by preparing financial materials, responding to investor Q&As, and assisting in due diligence processes.

• Coordinate with external auditors, ensuring timely preparation and delivery of required documentation to facilitate a clean audit in accordance with international standards.

• Generate and analyze key SaaS metrics: MRR, ARR, LTV/CAC, churn, cohort analysis, etc.

• Utilize NetSuite (or similar ERP) and other financial tools to automate reporting, ensure accuracy, and streamline recurring processes.

• Deliver clear, actionable financial insights to the CFO and leadership team to support strategic decisions and global expansion.

• Ensure timely execution of finance-related projects in a high-growth, fast-paced environment.

• Maintain strong internal controls and ensure compliance with relevant financial regulations.

Qualifications & Experience

• Education:

• Bachelors degree in Accounting, Finance, or a related field.

• CPA, CMA, or equivalent professional credential is preferred.

• Experience:

• Minimum 3 years in FP&A, finance, or audit roles within SaaS, tech, or startup environments.

• Hands-on experience in audit coordination and capital raise activities (e.g., Series A or later).

• Exposure to subscription-based revenue models and deep understanding of SaaS KPIs.

• Technical Systems:

• Proficiency in NetSuite or similar ERP systems.

• Advanced Excel and/or Google Sheets skills are essential.

Must-Have Skills & Core Competencies

• Financial Planning & Analysis (FP&A): Strong capability in forecasting, budgeting, and financial scenario planning.

• Audit Support: Solid background in accounting with direct involvement in audit preparation and execution.

• Capital Raising Support: Experience preparing data rooms, investor decks, and supporting due diligence efforts.

• SaaS Metrics Expertise: Proficient in calculating and interpreting ARR, MRR, CAC/LTV, churn, etc.

• Communication: Ability to translate complex financial data into concise, executive-level insights.

• Independence & Initiative: Self-starter who thrives in a remote environment, with excellent responsiveness.

• Attention to Detail & Organization: Capable of managing multiple priorities and deadlines with high accuracy.

• Stakeholder Management: Comfortable collaborating across global, cross-functional teams.

Preferred (but not required)

• Experience working with international SaaS companies, especially US or AU-based.

• Familiarity with IFRS, US GAAP, or other international accounting standards.

• Exposure to investor relations or board-level reporting.